Focus
As a Private Wealth Financial Advisor and PIM Portfolio Manager, I am committed to helping my clients with the careful planning needed to help ensure their wealth works in support of their goals. I believe that planning is an ongoing process so as life circumstances change, so must the investment strategies to stay on course toward meeting your objectives.


Background and experience
As we work together to design investment strategies targeted to your specific needs and goals, we consider your risk tolerance and personal values. At times wealth planning can be complex so I will coordinate efforts with your tax and legal advisors to help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth.

I have earned my Chartered Retirement Planning Counselor (CRPC^®) certification which has prepared me to handle my client’s pre-and postretirement needs, asset management, estate planning and the entire retirement planning process. All designees must renew their designation every two years by completing 16 hours of continuing education.

I have also earned my CERTIFIED FINANCIAL PLANNER^TM certification which included mastering planning topics such as General Principles of Finance, Insurance Planning, Employee Benefits, State and Federal Income Tax Planning, Estate and Gift Tax Planning, and Retirement Planning. CFP^® professionals must complete 18 semester hours of education, pass the comprehensive CFP^® Certification Examination, pass CFP Board’s Fitness Standards and agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Rules of Conduct which put clients’ interests first. All practitioners must renew their certification every two years by completing 30 hours of continuing education.

I am proud to have been name as a distinguished Forbes Best-In State Wealth Advisor 2024* and  Forbes Top Women Wealth Advisor 2024**.


Away from the office
In my free time, I enjoy Crossfit, reading and volunteering. I volunteer with the Salvation Army, Minnesota Zoo, and Twin Cities in Motion. I live with my husband Andrew, and son Evan in Inver Grove Heights. 

 

* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

** 2024 Forbes Top Women Wealth Advisors Best-In_State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Focus

As a Financial Advisor I am committed to helping my clients navigate the complex landscape of managing their wealth. I take a highly personalized approach to the client experience, spending significant time discussing client’s needs, concerns, and long-term aspirations. This close collaboration allows me to create a customized wealth strategy that focuses on retirement and legacy planning, investment management, higher education saving and charitable giving.

 

Background and experience

I am a native of Brooklyn Park, MN and received my M.B.A. from the Carlson School of Management at the University of Minnesota and a B.S. in Personal Finance from the University of Wisconsin-Madison. In addition, I earned the Certified Financial Planner™ (CFP^®) designation, meeting extensive training and experience requirements while also committing to act as a fiduciary when providing financial advice to my clients. I began my career in Financial Services with Merrill Lynch in 2005 and joined Wells Fargo Advisors in 2022.

 

Away from the office

I live in Plymouth with my wife, Camille and our two children, Owen, and Piper. In my free time I enjoy downhill skiing, inland surfing and being an active member of the community.

Focus

As a Senior Financial Advisor, Managing Director, Investments, I believe a successful financial relationship has to be based on trust and a sincere desire to help people. With 30+ years’ experience in the Financial Services industry, I help clients define their financial goals and establish an investment plan to achieve those goals. Many of my clients have worked with me for more than twenty years. It’s not unusual for me to work with more than one generation of a family.

Background and experience

I began my career in Financial Services in 1988 as a Trust Officer at Norwest Bank. Several years later, I joined the bank’s investment firm as a Financial Advisor. I am a graduate of the University of Minnesota with an MBA in Finance and B.A. in Business Administration.

 

Away from the office

I am an avid sailor, downhill skier, and cyclist. I have sailed the length of Lake Superior and crossed the Atlantic from Cape Cod to Gibraltar. I also sing in the choir at Mt. Olivet Lutheran Church. My wife of over 40 years and I have lived in the Minneapolis area our entire lives. We have three adult children.

Background and experience

I grew up in Eden Prairie, Minnesota and graduated from the University of Iowa with a double major in Finance and Marketing, as well as a minor in English.

I began my career in wealth management in 2009 as a Senior Associate for RBC where my team was responsible for the transfer of clients’ assets in all RBC branches across the United States. I was selected as a Premier Service Group Captain to serve as a designated point of contact for an exclusive group of RBC’s top-producing Financial Advisors.

In 2010 I moved to Philadelphia, Pennsylvania to a client-facing role for a top-producing team at Merrill Lynch with over $2 billion in assets under management for over 600 high net worth households. I moved to a team in Washington, DC in 2012 where I supported three Financial Advisors, mentored new Client Associates, and was promoted to Registered Senior Client Associate.  In 2018, I returned to Minneapolis where I supported multiple Financial Advisors and served as a Committee Chair for Bank of America’s Leadership, Education, Advocacy & Development (LEAD) for Women employee network.

After 12 years with Merrill Lynch, I joined Wells Fargo Advisors in October 2022 as a Senior Registered Client Associate working with Katy Uzpen CFP^® CRPC^® Managing Director - Investments, Travis Jensen CFP^® Senior Vice President - Investments, and Paul Hammond, Managing Director - Investments. I assist the team with operational, account maintenance, communication, and client service functions.

I passed the Series 7 General Securities Representative Exam in 2011 and the Series 66 Uniform Combined State Law Exam in 2012.

 

Away from the office

I live with my husband, Zach, and our young children, Delaney and Callan, in South Minneapolis.  Outside of work, I love to try new restaurants and breweries, spend time at Lake Harriet with my family, spend weekends at my parent’s lake home in Pine City, and travel anywhere and everywhere time and budget will allow!